tag:blogger.com,1999:blog-735209523627178736.post1425429140110947448..comments2018-02-19T17:28:57.657+05:30Comments on Value Investing: An Intutive Approach to Investing: Valuepickr Meet 2015: Few Learnings from my investment journey & Articulation of My Investment PhilosophyDhwanilhttp://www.blogger.com/profile/02537043667425952923noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-735209523627178736.post-382613712980164332015-07-20T15:37:16.341+05:302015-07-20T15:37:16.341+05:30Hi Tankrich,
Thanks for the feedback. In terms of...Hi Tankrich,<br /><br />Thanks for the feedback. In terms of ascertaining the increased market share, for all the examples that I have mentioned, each one of them had reported/disclosed the market share information either in their AR or in their concalls/investor presentation. However, in many industries, the market share estimation is not done by any industry body/market research company. Hence, the numbers may be off the mark here and there. However, one will get reasonably good idea about the same directionally. Another, crude method, to understand this phenomena is checking the growth rate of the company (over a definite time horizon) vis a vis the industry growth rate. If the company is outgrowing the industry by a large margin, it clearly indicates market share gain (say the organized sanitaryware industry has been growing at 15% while Cera has been growing at 30% over 5 years suggest that company may be gaining market share from competitors)<br /><br />Hope this helps.<br /><br />Best Regards<br />Dhwanil DesaiDhwanilhttps://www.blogger.com/profile/02537043667425952923noreply@blogger.comtag:blogger.com,1999:blog-735209523627178736.post-83068140553253644152015-07-20T13:12:05.824+05:302015-07-20T13:12:05.824+05:30Hi Rohit,
Thanks for the compliments. Coming from...Hi Rohit,<br /><br />Thanks for the compliments. Coming from some one like you, it gives lot of encouragement.<br /><br />Best Regards<br />Dhwanil DesaiDhwanilhttps://www.blogger.com/profile/02537043667425952923noreply@blogger.comtag:blogger.com,1999:blog-735209523627178736.post-24758099231107400462015-07-19T14:46:24.522+05:302015-07-19T14:46:24.522+05:30Hi Dhawnil,
Excellent presentations, I loved clar...Hi Dhawnil,<br /><br />Excellent presentations, I loved clarity of your thoughts :)<br />I was really hooked on your theme - The challengers had a question in terms of a Challenger gaining market share, Most of the examples you have shared - Had a lot of unorganized players serving the market as well. In such situations at least I have found that pin point actual market share is more of an guesstimate instead of being precise<br />In such how do you arrive that company has actually market share - Is it your interaction with Management / Reporting in AR / Channel checks ?<br />Once you have arrived how to reconcile that this is not because of overall increase in pie but because of shift of market share from a player A and B ?<br /><br />Once again - Thanks for sharing your wonderful work!tankrichhttps://tankrich.wordpress.com/noreply@blogger.comtag:blogger.com,1999:blog-735209523627178736.post-41834262736755462462015-07-19T03:56:40.571+05:302015-07-19T03:56:40.571+05:30Hi dhwanil
great presentation. good mental models ...Hi dhwanil<br />great presentation. good mental models <br /><br />rgds<br />rohitRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.com